Investment Analyst, Asset Allocation

About the role

ANZ is hiring an Investment Analyst for its Funds Management, Asset Allocation team in Auckland. You will support the management of ANZ's diversified investment portfolios, delivering research and analysis that informs asset allocation decisions across KiwiSaver, managed funds and private banking portfolios. The role is full time and permanent.

Key responsibilities

• Conduct investment research and quantitative analysis to support strategic and tactical asset allocation decisions across KiwiSaver, managed funds and private banking portfolios.
• Build, maintain and enhance financial models used to assess market opportunities, capital market assumptions, portfolio construction and investment strategy outcomes.
• Analyse the performance of external investment managers and support manager selection, due diligence and ongoing monitoring.
• Prepare investment insights, reports and presentations for senior stakeholders.
• Partner with portfolio management, risk, compliance and performance teams on investment analytics, performance reporting and mandate monitoring.
• Help develop investment processes, tools and responsible investing initiatives, including integrating ESG considerations into portfolio decisions.

Required profile

• Ideally 3-4 years' experience in asset management, asset allocation, funds management or a related investment environment, with a strong understanding of financial markets and investment principles.
• A relevant tertiary qualification in Finance, Economics, Mathematics, Commerce or a related discipline; progress towards the CFA designation is viewed favourably.
• Strong written and verbal communication skills, able to turn complex investment concepts into clear, actionable insights.
• Proactive, detail-oriented, able to manage competing priorities and collaborate in a high-performing investment team.

Required skills

• Advanced quantitative and financial modelling skills, with strong Excel proficiency and statistical analysis techniques.
• Experience with investment and market data platforms such as Bloomberg and Aladdin.
• Python coding skills for data analysis, modelling and automation.

Applicants apply through the ANZ careers site using reference number 126189; the posting closes on 12 November 2026.